Weill Research Gateway Proposal Tracking

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Presentation transcript:

Weill Research Gateway Proposal Tracking

Key Features and Functionality Proposal Tracking (PT) Replaces Coeus OCTATrax Account Create Tracking in JIRA Manual SAP Account Creation Manual Budget Uploads Central Shared Drives and SharePoint Site

Sponsored Programs Proposal Tracking Official institutional record Budget of record Document repository Negotiation tracking log Communications log Workflow management

WRG-SP Release 2.2 Proposal Tracking Phase I View Only Access RAPID Announcement Office Hours at Belfer View Only Access available by March 31st Phase II View Only for Action Items UX Discovery Training Video development Salary Release Phase III Edit Access for Action Items Focus Group Intensive Training Intensive March April/May/June July/August/September/October

Accessing PT

PT Screen View

PT Screen View

PT Screen View

Summary Tab

Summary Tab

Sponsor Tab

Personnel Tab

Budget Tab

Agreements Tab

Attachments Tab

Approvals Tab WRG HS Module EnCCoMPass

PT Rollout Proposal Tracking View Mode will be available March 31st Walk in training labs will be held at the Belfer Research Building in April